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Member Engagement Representative

4 months ago

Enola, United States Members 1st FCU Full time

Welcome You made it to the job description page

At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE> me. To be sure you align with our company mission, vision, values, and culture reference the information below.

Company Culture is at Our Core

If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongs. Everything we do is in the best interest of all of us.

What WE Believe

Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships.

Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life’s moments and milestones.

Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly.

Company Perks: Quick Reference

Competitive compensation with career growth opportunities, job security, annual increases, and bonus potential Nationally recognized 401K with up to 10% company match that helps you prepare for your future A multitude of benefits and incentives to stay mentally and physically healthy Associate Tuition Assistance – WE may help cover the cost for your continuing education courses or degree Affordable cost sharing arrangement for three different medical plans, dental plan and vision plan 11 paid holidays and plenty of paid time off for life, vacations, staycations, and rest WE commit to providing a healthy work/life balance – to support all the other parts of life that are important to you WE cover visits to our confidential Employee Assistant Program for many difficult situations that life may throw your way With faM1ly always in our forefront, we offer Paid Parental Leave (for both mothers and fathers) to help support your time off to bond with your new child Make an impact through volunteering with one of our local charities or enjoy networking with our members at a local community event WE provide a strong commitment to our associates with our dedication to providing professional development, leadership training & coaching opportunities Opportunities to plan events, enhance recognition programs, network, and connect with other associates (both virtually and in-person) by joining or leading one of our five established Associate Resources Groups (ARGs) Women in Leadership Diversity, Inclusion and Belonging Care Connections Rewards & Recognition Cultural Evolution Mandatory fun? Yes, please. Enjoy team building, special events, and our faM1ly atmosphere Join a company that grows with you – personally and professionally

The purpose of the Member Engagement Representative position is to initiate outbound phone calls to new and existing members to welcome new members, provide exceptional member service, and introduce products and services and the overall benefits of Members 1st Federal Credit Union membership. This role has no budgetary responsibility, but decisions could have a marginal impact. The problems encountered are relatively simple in nature, has limited supervision of work, and requires strong accuracy in daily job functions.

The Member Engagement Representative is responsible for initiating outbound phone calls to new members, promoting products and services, performing account management services for new and existing members, and participating in special projects. This includes, but is not limited to, inquiring to new members to level of service received, verifying new loan information, conducting targeted outbound calls to members, providing products and services that align with member needs, working within the loan application system to submit loans, performing account maintenance for members, and providing backup for the inbound call queue.

This is a hybrid opportunity that will require you to be in office at our headquarters (Enola, PA) 2-3 days per week. The position may require in-person training.

EXPERIENCE:

2-4 years of related experience with retail financial services in a customer service role
or in retail services in a position providing consultative sales and service delivery,
contact center operations or outbound sales

EDUCATION:

General and business knowledge equivalent to an Associate’s degree in Business

SKILLS:

• Strong analytical, accuracy, and problem-solving skills

• Solid communication, interpersonal, and customer service skills

• Strong sales, time management, and organizational skills

• Proficient skills in Microsoft Office and common software

PREFERENCES:

• Experience in Home Equity and/or Consumer Lending preferred

CORE COMPETENCIES:

• Effective knowledge

• Accountability and self-management

• Teamwork and leadership

• Communication

• Innovation and problem-solving

WORKING CONDITIONS/PHYSICAL DEMANDS:

• Ability to communicate effectively in English, both orally and in writing

• Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading

• Ability to sit for extended time periods

• Sufficient manual skill for operation of PC keyboard and other standard office equipment

• Ability to travel, including occasional overnight travel

• Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects

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